Position in ERIE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$300,167
New position
Shares Held
1,252
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#287
of 439 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Wedmont Private Capital holds $5,434,157 across 6 Insurance Brokers names. ERIE ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
28,730 | $1,843,029 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
6,696 | $1,537,200 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,783 | $797,182 | |
| 4 | AON |
Aon plc
|
1,713 | $568,184 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,486 | $388,395 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
1,252 | $300,167 |
All Filings in ERIE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,167 | 1,252 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||